Highline Wealth Partners’s United Parcel Service UPS Stock Holding History

Highline Wealth Partners’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$118K	Sell	1,102 -550	-33%	-$57.2K	0.02%	152
2026 Q1	$163K	Buy	1,652 +1,545	+1,444%	+$166K	0.04%	95
2025 Q4	$10.6K	Buy	107 +11	+11%	+$1.03K	﹤0.01%	392
2025 Q3	$8.03K	Buy	96 +9	+10%	+$815	﹤0.01%	455
2025 Q2	$8.83K	Buy	87 +26	+43%	+$2.56K	﹤0.01%	353
2025 Q1	$6.69K	Sell	61 -18	-23%	-$2.15K	﹤0.01%	370
2024 Q4	$10K	Sell	79 -6	-7%	-$790	﹤0.01%	249
2024 Q3	$11.6K	Buy	85 +17	+25%	+$2.23K	﹤0.01%	234
2024 Q2	$9.25K	Buy	68 +11	+19%	+$1.57K	﹤0.01%	234
2024 Q1	$8.51K	Hold	57	–	–	﹤0.01%	240
2023 Q4	$8.96K	Buy	57 +50	+714%	+$7.56K	﹤0.01%	209
2023 Q3	$1.09K	Hold	7	–	–	﹤0.01%	307
2023 Q2	$1.25K	Sell	7 -3	-30%	-$533	﹤0.01%	255
2023 Q1	$1.94K	Buy	10 +3	+43%	+$550	﹤0.01%	227
2022 Q4	$1.22K	Hold	7	–	–	﹤0.01%	254
2022 Q3	$1.13K	Buy	+7	New	+$1.32K	﹤0.01%	249

Other funds holding UPS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Highline Wealth Partners's UPS Position: Q2 2026 in Review

Highline Wealth Partners reduced its United Parcel Service (UPS) stake by 33% in Q2 2026, selling an estimated $57.2K and leaving 1,102 shares worth $118K. The position accounts for 0.02% of the portfolio, ranked #152.

Highline Wealth Partners first reported a position in UPS in Q3 2022 and has held it in 16 quarters since. The position peaked at $163K in Q1 2026. 449 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Highline Wealth Partners held 1,102 shares of United Parcel Service worth $118K as of Q2 2026.
Highline Wealth Partners sold 550 United Parcel Service shares in Q2 2026, an estimated $57.2K.
United Parcel Service made up 0.02% of Highline Wealth Partners's portfolio in Q2 2026, its #152 holding.
Highline Wealth Partners first reported a position in United Parcel Service in Q3 2022 and has held it in 16 quarters since.
Highline Wealth Partners's United Parcel Service position peaked at $163K in Q1 2026.
449 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.